MSCI US Real Estate Investment Conference: Trump, Trade and the Tri Polar World, April 2017, New York City

Thank you Ken & all the folks at MSCI for the invitation to speak today. I would like to take the next 30 minutes or so to discuss with you the global framework for growth, utilizing a model I call the Tri Polar World. I will do so in the context of President Trump and his likely approach to trade, utilizing both a US and global perspective. 

This will be a 30k foot view and we will cover a lot of ground in a short period of time. I hope to leave you with a better understanding of the current global trade profile, the opportunities for US trade under Pres. Trump and how the Tri Polar World can serve as a global growth catalyst. I hope our engagement might also spur some fresh thinking about the global real estate map.

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